Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.67%
2 FCTE 5.46%
3 SUPL 4.03%
4 UTRN 4.01%
5 RNLC 3.76%
6 SHRY 3.66%
7 SEA 3.38%
8 HECO 3.37%
9 DFND 3.05%
10 IYT 3.02%
11 RISN 2.99%
12 LSAT 2.89%
13 XTN 2.54%
14 FTCS 2.48%
15 QVAL 2.39%
16 MVFD 2.31%
17 RYJ 2.12%
18 UPGD 2.12%
19 TPOR 2.07%
20 USFE 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.59M (12.78%) -120.30K
Decreased by -0.72%
Dec 31, 25
2 BlackRock Inc 11.87M (9.14%) -411.02K
Decreased by -3.46%
Dec 31, 25
3 State Street Corp 7.71M (5.94%) 5.70K
Increased by +0.07%
Dec 31, 25
4 State Street Corporation 7.69M (5.93%) -390.18K
Decreased by -5.07%
Mar 31, 24
5 Arnhold & S. Bleichroeder Advisers, LLC 5.95M (4.58%) -367.12K
Decreased by -6.18%
Mar 31, 26
6 Loomis, Sayles & Company LP 5.61M (4.32%) -77.68K
Decreased by -1.38%
Mar 31, 26
7 Fidelity International Ltd 4.56M (3.51%) -21.70K
Decreased by -0.48%
Dec 31, 25
8 Geode Capital Management, LLC 3.49M (2.69%) -11.56K
Decreased by -0.33%
Dec 31, 25
9 Boston Partners Global Investors, Inc 2.94M (2.26%) -535.38K
Decreased by -18.24%
Mar 31, 26
10 Bank of America Corp 2.64M (2.03%) -58.62K
Decreased by -2.22%
Dec 31, 25
11 Amvescap Plc. 2.41M (1.86%) 329.18K
Increased by +13.64%
Mar 31, 26
12 JPMorgan Chase & Co 2.23M (1.71%) 1.20M
Increased by +54.12%
Sep 30, 25
13 Baird Financial Group, Inc. 2.09M (1.61%) 71.43K
Increased by +3.42%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 1.98M (1.53%) -451.92K
Decreased by -22.79%
Dec 31, 25
15 UBS Asset Mgmt Americas Inc 1.96M (1.51%) 91.66K
Increased by +4.68%
Mar 31, 26
16 Marshfield Associates 1.95M (1.50%) -99.53K
Decreased by -5.10%
Mar 31, 26
17 Citadel Advisors Llc 1.90M (1.46%) 1.85M
Increased by +97.51%
Jun 30, 24
18 Northern Trust Corp 1.84M (1.41%) 8.49K
Increased by +0.46%
Mar 31, 26
19 First Trust Advisors L.P. 1.78M (1.37%) -200.42K
Decreased by -11.27%
Dec 31, 25
20 Goldman Sachs Group Inc 1.62M (1.25%) 971.61K
Increased by +60.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.48M (3.45%) 2.88K
Increased by +0.06%
Sep 30, 24
2 First Eagle Global A 4.26M (3.28%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 4.24M (3.26%) 1.67K
Increased by +0.04%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 3.98M (3.07%) 29.66K
Increased by +0.75%
May 31, 25
5 Vanguard 500 Index Investor 3.41M (2.63%) -35.56K
Decreased by -1.04%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 2.88M (2.22%) -28.76K
Decreased by -1.00%
Mar 31, 26
7 SPDR® S&P 500 ETF 1.74M (1.34%) -25.42K
Decreased by -1.46%
Mar 31, 25
8 iShares Core S&P 500 ETF 1.73M (1.34%) 5.07K
Increased by +0.29%
Apr 30, 26
9 Fidelity® 500 Index 1.72M (1.33%) 10.97K
Increased by +0.64%
Nov 30, 23
10 JHancock Disciplined Value Mid Cap I 1.72M (1.32%) -140.74K
Decreased by -8.20%
Mar 31, 26
11 Fidelity 500 Index 1.71M (1.32%) 5.96K
Increased by +0.35%
Mar 31, 26
12 SPDR® S&P 500 ETF Trust 1.71M (1.32%) -3.70K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 1.70M (1.31%) -8.86K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.66M (1.28%) 20.24K
Increased by +1.22%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 1.61M (1.24%) 5.23K
Increased by +0.33%
Apr 30, 26
16 Loomis Sayles Growth Y 1.50M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
17 First Trust Capital Strength ETF 1.48M (1.14%) 0.00
Increased by 0.00%
Aug 28, 25
18 Fidelity Global Dividend I-Acc-EUR 1.41M (1.09%) -283.14K
Decreased by -20.08%
Mar 31, 26
19 Pacer US Cash Cows 100 ETF 1.27M (0.98%) 2.77K
Increased by +0.22%
Apr 30, 24
20 Vanguard Value Index Inv 1.23M (0.95%) -13.11K
Decreased by -1.06%
Mar 31, 26